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Creating Letters with CR

SSystemes24
Newcomer
0 Kudos

Hello,

Our team uses version 11 of CR.  We utilize it for a few use cases, however, one has been very inefficient.  We provide self-storage software for independently owned storage facilities.  We create lease agreements with CR for our customers.  They send over their contract and we enter it into CR.  We cannot copy and paste the contract into CR, we have to "re-type" the entire letter/contract into CR.  This is very time consuming.  Does anyone have a better method to complete this process?

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JWiseman
Active Contributor
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Hi  SSystemes24, if you are dealing with a lot of invoices you can also look into a conversion / automation tool...search on "pdf to database" and you should get a bunch of options. This way you'll also have those scans in your database for a new DB-based letter / contract report and any future data analysis that you want to do.